In other posts this month, we enabled Duplicate Detection and set up a custom Duplicate Detection rule. In this post, we’ll run a duplicate detection job and merge records. Begin by signing on to Dynamics 365 and select Settings-> Data Management, then Duplicate Detection Jobs: Read more
This post is a fun one–we’ll be uploading your organization’s logo to your instance of Dynamics 365. Easy. High-impact. Gotta love it! Bonus: we’ll upload a profile picture, too.
If you’ve always wanted to change the Main Tile names in your Dynamics CRM instance, you are in luck! One awesome new feature in Dynamics 365 is the ability to rename the Main Tiles. This new enhancement is so great for clients with different Business Units (Residential vs Commercial, Private vs Public, etc) or internal lingo that doesn’t jive with the default labels. We’ll also be touching on making changes to the Site Map–I’ll continue that discussion in the next blog.
We all know how frustratingly slow it can be to jump around between different entities, contacts, leads, opportunities in Dynamics..oy! In this post we’ll be discussing a very helpful new feature in Dynamics 365: “Pinning” Entities and Records in the “Recently Viewed Items” drop-down. You can actually pin Views, too!